Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$28,395
+$920 QoQ
Shares Held
103
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,484
of 1,682 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Beacon Financial Strategies CORP holds $404,272 across 4 Healthcare Plans names. CI ranks #4 (7.0% of the industry book) .
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,395 | 103 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $27,475 | 103 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $28,348 | 103 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||